4 / 5 Stars
5 5 3 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#19 in World Stock
U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.48 percent over the past year, 12.46 percent over the past three years, and 16.68 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. It invests significantly in companies (i) organized or located outside the U.S., (ii) whose primary trading market is located outside the U.S. or (iii) doing a substantial amount of business outside the U.S., which the fund's managers consider as a company that derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S.
Fees are Average compared to funds in the same category.
AQR Global Equity Fund has an expense ratio of 0.51 percent.
Risk is Average compared to funds in the same category according to Morningstar.